Latest food industry analysis
Comprehensive coverage of the food industry's latest, breaking news brought to you by just-food's leading network of international journalists.
General Mills has reported market share growth across its three "priority" categories in the US - cereal, yoghurt and snacks - but sluggish...
Danone today (12 December) made a series of announcements, including a division to focus on Africa, an update on the future of the company's...
Tesco issued another profit warning this morning (9 December) that once again highlights the challenging task facing new CEO Dave Lewis. In...
As The Hershey Co expands in international markets, attention has focused on high-growth opportunities such as China and Latin America. Howe...
Unilever is establishing a stand-alone unit for its spreads brands, prompting fresh speculation that the group could be preparing for a sale of the business. At the same time, this week's acquisition of Talenti Gelato & Sorbetto would suggest that the Anglo-Dutch FMCG giant is prepared to invest in growth areas in food. Could these changes spell further portfolio adjustments? Katy Askew reports.
Britannia Industries last week claimed to be the first biscuit company in India to launch an online-exclusive product before it hit retail stores. With India's e-commerce market predicted to be worth US$70bn by 2020, none can fault Britannia for testing the online waters. It's also a great PR move. But there are some dangers the food industry might want to consider before it jumps online. Hannah Abdulla explores.
Egypt has been in the M&A spotlight in recent weeks, with Arab Dairy and local snacks group Bisco Misr the subject of interest from international suitors. just-food explores the background of each company and looks at why the likes of Lactalis, Arla, Kellogg and private-equity firm Abraaj are battling it out to buy the businesses.
Compiled exclusively for just-food by IRI, the data shows the cost of a typical basket of goods in eight markets every quarter. The numbers also outlines trends in branded and private-label pricing, as well as the volume sold on promotion.
Post Holdings has undergone significant change in the last two years through a spate of M&A. While there are questions about the outlook for some of the newly-acquired assets - and for its core cereal business - the US group this week expressed confidence about its outlook.
Over the last twelve months Irish food group Greencore outperformed the overall food market in UK, its largest market, on the back of its exposure to the faster-growth food-to-go segment and expansion in convenience channels.
Kerry Group is reportedly mulling the sale of its frozen food business. The company has seen strong sales and profit momentum at its ingredients unit but endured a lacklustre performance from the consumer foods side of the business. In this context, it makes sense for the Irish company to pare down peripheral and under-performing areas of Kerry Foods. Katy Askew reports.
The e-commerce channel in China is buoyant - one only has to witness the recent IPO of Alibaba in the US to see that - but smaller online retailers are launching to sell targeted ranges of branded food to Chinese consumers. In a new column, Wang Fangqing reports on a start-up in the major south-western city of Chongqinq.
Brazil-based JBS is already the world's largest meat supplier but it has its sights on growing further in value-added products and in Asia - and has turned to a business in Australia to help it achieve that goal.
Price is becoming an ever more significant issue in the UK grocery sector. Squeezed consumers and pressured retailers are increasingly focused on a product's RRP. But there are still ways that manufacturers and supermarkets can add value. A central theme of the IGD online conference this week was the need for manufacturers and retailers to collaborate online if they are to avoid a race to the bottom. Katy Askew reports.
BRF, the Brazilian meat giant, is undergoing significant change. The company has undertaken a massive behind-the-scenes restructuring drive to streamline its operations and build a structure that will deliver stable returns. BRF has now turned its attention to expansion, setting out an ambitious growth agenda. Can it deliver? Katy Askew investigates.
Mondelez International this week announced it was acquiring a majority stake in the snacks business of Vietnamese food group Kinh Do. Hannah Abdulla reveals why this deal is likely to be a game-changer for both Mondelez and the Vietnamese snacks sector.
Mondelez International's work on costs looks to be paying off with the snacks giant seeing its margins improve and lifting its forecast for annual earnings this week. The Cadbury owner is seeing some pressure on sales - particularly in Europe - after lifting prices to offset higher commodity costs but analysts are generally upbeat about the US group's prospects.
Rumours linking Danone to Mead Johnson have periodically surfaced over the past five years. Much of the rationale justifying such a significant move lies in Danone's strategy in key emerging markets such as China. Following a tie-up with Chinese infant formula maker Yashili International Holdings it would seem Danone is intent on developing strategic partnerships with local players to foster growth. But would a big-bang acquisition make more sense? Katy Askew reports.
Shares in Snyder's-Lance fell yesterday after the US snack group's third-quarter results missed Wall Street's expectations and the company revised its 2014 forecasts. However, analysts, looking into next year and beyond, believe the prospects look bright for the business.
"There is no quick fix in this business," Kellogg CEO John Bryant conceded last week after reporting another challenging quarter for the US group's breakfast cereal business. However, with sales still under pressure, analysts are asking why Kellogg should be investing more in cereal than it is in snacks.
A new Europe-wide initiative launched by leading frozen foods company Iglo Group seeks to promote how home freezing and ready-frozen food can help address the worrying issue of food waste. Ben Cooper reports.
Unilever's third quarter underlying sales growth missed analyst expectations as the Hellmann's maker reported its spreads segment was still struggling, and ice cream sales were dampened by poor weather in Europe.
Danone has faced myriad issues at its fresh dairies business. The group has been squeezed by weak consumer sentiment in its largest markets, on the one hand, and rising input prices, on the other. Management believes that a focus on improving its mix in developed markets will boost its profit profile. All the while it has been positioning itself to drive the top line in emerging markets. But these efforts are yet to show themselves in the unit's results. Could Danone's fresh dairy business be preparing to turn a corner? Katy Askew reports.
Nestle's sales for the first nine months of 2014 have missed analyst expectations and the investment community pointed to China as a key factor. However, the world's largest food manufacturer, while noting the short-term challenges it sees in the market, is upbeat about its prospects.
- General Mills US "priority" categories gain share
- Interview part 2: BRF CFO Augusto Ribeiro
- 2015 preview: A better deal for M&A sellers
- Interview part 1: BRF CFO Augusto Ribeiro
- Interview: How BRF plans growth in stagnant Europe
- General Mills earnings drop one-third
- Kraft to reappraise business, says new CEO Cahill
- Pork Farms "disappointed" over Kerry deal ruling
- PepsiCo opens snacks plant in Saudi Arabia
- Bimbo to buy Saputo's bakery arm